Best Investors Account Sign in

Daniel J Robertson

Stifel, Nicolaus & Company, Incorporated

St. Louis, MO

Claim This Profile
Current Employers
Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2022-02-09
  • MO RA
    APPROVED
    Since 2022-02-09

Branch Locations

501 North Broadway, St. Louis, MO 63102 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Center Street Advisors Nashville TN 04/2015 09/2018
Eldercare Financial St Peters MO 01/2015 09/2018
Wealth Protection Advisors St Peters MO 01/2015 09/2018
Six Point Financial Group Chesterfield MO 09/2018 10/2020
Crown Capital Securities, Lp Orange CA 09/2018 10/2020
Stifel Nicolaus & Co Inc St. Louis MO 11/2021 Present
Homemaker Saint Louis MO 10/2020 11/2021
  • 04/2015 → 09/2018
    Center Street Advisors
    Nashville, TN
  • 01/2015 → 09/2018
    Eldercare Financial
    St Peters, MO
  • 01/2015 → 09/2018
    Wealth Protection Advisors
    St Peters, MO
  • 09/2018 → 10/2020
    Six Point Financial Group
    Chesterfield, MO
  • 09/2018 → 10/2020
    Crown Capital Securities, Lp
    Orange, CA
  • 11/2021 → Present
    Stifel Nicolaus & Co Inc
    St. Louis, MO
  • 10/2020 → 11/2021
    Homemaker
    Saint Louis, MO
Previous Registrations
  • 2018-09-27 → 2020-11-12
    Crown Capital Securities, L.P.
    Chesterfield, MO
  • 2015-04-02 → 2018-10-16
    Center Street Advisors, Inc.
    St Peters, MO
    Nashville, TN
  • 2013-07-03 → 2015-04-02
    Alphastar Capital Management
    St. Peters, MO
    Cornelius, NC
  • 2010-11-15 → 2011-07-25
    Edward Jones
    Wildwood, MO
    Manchester, MO
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-11-12
  • S66 Uniform Combined State Law Examination
    2010-11-12
Other Names
  • Dan Robertson
  • Danny Robertson
  • Daniel Jeffrey Robertson

View on SEC IAPD

Other Firms

UNIVERSAL FINANCIAL ADVISORS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
VESTGEN ADVISORS, LLC
FORTIFY WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
CREATIVEONE WEALTH, LLC

Other Investors

BRIAN CHRISTOPHER LOCK
WILLIAM BERNARD ALBAIR
Stephanie Louise Longanecker
GREGORY JOHN WOZNIAK
Grant Hunter Richars
ANTHONY DWAYNE RICH
Anna Marie Meurer
John Michael Laaker

Other Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · Kirkwood, MO
STATE FARM INVESTMENT MANAGEMENT CORP. · Kirkwood, MO
VESTGEN ADVISORS, LLC · Kirkwood, MO
VESTGEN ADVISORS, LLC · Kirkwood, MO

More in St. Louis, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor